Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SCHECHTER INVESTMENT ADVISORS LLC | 05-06-2024 | 03-31-2024 | 1452 | 1,336,321,478 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CORTEVA INC COM | Stock | 1051 | $285,262 | 4,946 | 0.00 | 0.00 | 205 | 4.32 | 03-31-2024 |
| VANGUARD LARGE-CAP ETF | ETF | 1052 | $279,560 | 1,166 | 0.00 | 0.00 | 69 | 6.29 | 03-31-2024 |
| CARDINAL HEALTH INC COM | Stock | 1053 | $279,378 | 2,497 | 0.00 | 0.00 | 17 | 0.69 | 03-31-2024 |
| BECTON DICKINSON & CO COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 172 | 19.11 | 12-31-2023 |
